| Provider | Service type | Compensation |
|---|---|---|
SOUDERS FINANCIAL ADVISORS LLC2+ years Filed as: SOUDERS FINANCIAL ADVISORS, LLC Service code 99 | Other Fees | $2,190 |
Filed as: PRINCIPAL SECURITIES Service code 99 | Other Fees | $1,380 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,551 | $106,264-84.4% | $147,117-88.7% | $77,762-78.7% |
| Participation rate | 18.6% | 78.4%-59.8pp | 82.2%-63.6pp | 70.6%-52.0pp |
| Annual return | 13.52% | 56.94%-43.4pp | 420.54%-407.0pp | 31.27%-17.8pp |
| Employer contribution / active EE | $311 | $4,074-92.4% | $4,932-93.7% | $2,728-88.6% |
| Participant deferral / active EE | $698 | $8,003-91.3% | $8,065-91.4% | $4,651-85.0% |
| Admin fee / account holder | $9,782 | $334+2825.8% | $12,993-24.7% | $433+2159.7% |